IWM
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IHT Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

IHT Wealth Management’s Portfolio FLOT Stock Details FLOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.26M Buy
24,733
+14,234
+136% +$725K 0.03% 502
2025
Q4 		$534K Buy
+10,499
New +$535K 0.01% 739
2025
Q3 		– Sell
-4,638
Closed -$237K – 1190
2025
Q2 		$237K Buy
4,638
+302
+7% +$15.3K 0.01% 1007
2025
Q1 		$221K Sell
4,336
-1,166
-21% -$59.5K 0.01% 978
2024
Q4 		$280K Sell
5,502
-1,167
-17% -$59.4K 0.01% 876
2024
Q3 		$340K Buy
6,669
+948
+17% +$48.3K 0.01% 865
2024
Q2 		$292K Sell
5,721
-1,306
-19% -$66.6K 0.01% 809
2024
Q1 		$359K Sell
7,027
-4,002
-36% -$204K 0.01% 734
2023
Q4 		$558K Sell
11,029
-415
-4% -$21K 0.02% 561
2023
Q3 		$582K Sell
11,444
-1,008
-8% -$51.1K 0.03% 510
2023
Q2 		$633K Buy
12,452
+4,731
+61% +$239K 0.03% 471
2023
Q1 		$389K Buy
7,721
+3,140
+69% +$158K 0.02% 599
2022
Q4 		$231K Sell
4,581
-8,198
-64% -$412K 0.01% 768
2022
Q3 		$642K Buy
12,779
+1,014
+9% +$50.9K 0.05% 386
2022
Q2 		$587K Buy
11,765
+752
+7% +$37.9K 0.05% 348
2022
Q1 		$556K Hold
11,013
– – 0.04% 386
2021
Q4 		$559K Buy
11,013
+1
+0% +$51 0.04% 404
2021
Q3 		$560K Buy
11,012
+5,900
+115% +$300K 0.05% 394
2021
Q2 		$260K Buy
+5,112
New +$260K 0.02% 767
2021
Q1 		– Sell
-4,437
Closed -$225K – 844
2020
Q4 		$225K Sell
4,437
-1,389
-24% -$70.4K 0.02% 654
2020
Q3 		$296K Sell
5,826
-2,084
-26% -$106K 0.03% 483
2020
Q2 		$400K Sell
7,910
-3,094
-28% -$155K 0.05% 335
2020
Q1 		$536K Sell
11,004
-188
-2% -$9.4K 0.08% 272
2019
Q4 		$570K Sell
11,192
-2,042
-15% -$104K 0.07% 304
2019
Q3 		$675K Buy
13,234
+7,307
+123% +$372K 0.09% 259
2019
Q2 		$302K Sell
5,927
-2,362
-28% -$120K 0.04% 395
2019
Q1 		$422K Buy
8,289
+3,415
+70% +$173K 0.07% 294
2018
Q4 		$245K Sell
4,874
-807
-14% -$40.9K 0.05% 380
2018
Q3 		$290K Sell
5,681
-85,999
-94% -$4.38M 0.06% 331
2018
Q2 		$4.68M Buy
91,680
+52,871
+136% +$2.69M 1.19% 7
2018
Q1 		$1.98M Buy
38,809
+37,272
+2,425% +$1.9M 0.53% 33
2017
Q4 		$78K Buy
1,537
+1,437
+1,437% +$73.1K 0.02% 561
2017
Q3 		$5K Sell
100
-400
-80% -$20.4K ﹤0.01% 1089
2017
Q2 		$36 Buy
500
+100
+25% +$5.08K 0.02% 600
2017
Q1 		$20K Hold
400
– – 0.01% 657
2016
Q4 		$20K Buy
+400
New +$20.3K 0.02% 635

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

IHT Wealth Management's FLOT Position: Q1 2026 in Review

IHT Wealth Management increased its iShares Floating Rate Bond ETF (FLOT) stake by 136% in Q1 2026, buying an estimated $725K and bringing the position to 24,733 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #502.

IHT Wealth Management first reported a position in FLOT in Q4 2016 and has held it in 36 quarters since. The position peaked at $4.68M in Q2 2018. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • IHT Wealth Management held 24,733 shares of iShares Floating Rate Bond ETF worth $1.26M as of Q1 2026.
  • IHT Wealth Management bought 14,234 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $725K.
  • iShares Floating Rate Bond ETF made up 0.03% of IHT Wealth Management's portfolio in Q1 2026, its #502 holding.
  • IHT Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q4 2016 and has held it in 36 quarters since.
  • IHT Wealth Management's iShares Floating Rate Bond ETF position peaked at $4.68M in Q2 2018.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.